ESI Phone User's Guide - H&R Telephones

ESI Phone User’s Guide FOR ESI’s IP Server 900 Covering these ESI phone models: ESI 60 Business Phone ESI 40 Business Phone ESI 30D Business Phone 48-Key Feature Phone ESI Cordless Handset II 0450-1306 Rev. E For on-line help, visit www.esi-estech.com/support. About ESI ESI (Estech Systems, Inc.) designs and manufactures high-performance phone systems for businesses and organizations. ESI uses advanced technology to design IP and digital communications systems that integrate built-in capabilities, advanced features, and highly differentiated applications into flexible products that are easy to use and keep employees productive. ESI has sold over 250,000 business communications systems through hundreds of factory-trained Certified Resellers. Founded in 1987, ESI is a privately held corporation with headquarters in Plano, Texas. Copyright 2013 ESI (Estech Systems, Inc.). Esi-Dex, Quick Groups, Quick Moves, Virtual Mailbox Key, AutoPage, Quick Page and Verbal User Guide are trademarks, of ESI. Act! is a registered trademark of Symantec Corporation. Goldmine is a trademark of Goldmine Software Corporation. Ethernet is a registered trademark of Xerox Corporation. Microsoft, Windows, NT, and Outlook are registered trademarks of Microsoft Corporation. Intel is a registered trademark of Intel Corporation. Panasonic and DBS are registered trademarks of Matsushita Electric Corporation of America. Bluetooth is a registered trademark of the Bluetooth Special Interest Group (S.I.G.), Inc. Information contained herein is subject to change without notice. ESI products are protected by various U.S. Patents, granted and pending. Visit ESI at www.esi-estech.com.

Introduction . A.1 ESI 60 Business Phone .A.2 ESI 40 Business Phone .A.3 48-Key Feature Phone.A.4 Optional Expansion Consoles .A.5 ESI 30D Business Phone.A.6 ESI Cordless Handset II.A.7 Connecting your ESI phone .A.8 Help mode (Verbal User Guide) . B.1 User programming: An introduction . C.1 Voice mail operation . D.1 VOICE MAIL key . D.1 Personal greetings. D.1 Leaving messages . . . D.2 AutoPage . D.3 Moving and deleting a message. D.3 Off-premises “reach-me”. D.3 Message retrieval . D.4 Live recording. D.8 Off-premises message delivery . D.9 Message Recycle Bin (un-delete). D.10 Status indicator lamp . D.10 Setting up ESI Mobile Messaging. D.11 Setting up twinning . D.14 “Find-me” settings. D.15 Optional voice mail feature: Guest mailboxes . D.17 Optional voice mail feature: Group/broadcast mailboxes. D.19 Optional voice mail feature: Cascade notification mailboxes . D.20 Optional voice mail feature: Q & A mailboxes . D.22 ESI phone operation.E.1 Display .E.1 Caller ID .E.1 Keys.E.2 Dial tone.E.4 Basic phone use.E.5 Direct station selection.E.6 Transferring an outside call . . . .E.6 Transferring an internal call . . . .E.8 Conference calling.E.9 Call forwarding.E.10 Call waiting.E.13 Hold/exclusive hold operation.E.14 Paging.E.16 Call pickup.E.16 Optional features .E.17 Special keys .F.1 Esi-Dex .F.2 Override ring.F.9 Message monitor mode (live call screening).F.10 Personal greeting reminder.F.10 Headset operation .F.10 Outside dial tone preference .F.10 Line keys.F.11 Optional features .F.12 Using an ESI desktop IP phone remotely. G.1 Using Esi-Link . H.1 Network numbering . H.1 Location Keys. H.1 Programmable feature keys and Esi-Link: an introduction. H.2 Dialing an Esi-Link location . H.3 Using feature keys with Esi-Link. H.5 Other Esi-Link features . H.8 ACD agent operation.I.1 Programming the agent log-on/off key.I.1 Wrap mode.I.2 LED indicator.I.2 Display indications .I.3 While logged on: no DND, monitor mode, call forward, or programming.I.4 Call waiting.I.4 ACD administrator key .I.5 Analog stations . J.1 Caller ID . J.1 Placing calls . J.1 Transferring calls . J.2 Conference calling. J.2 Call waiting. J.3 Call hold. J.3 Paging. J.3 Call pick-up . J.3 Voice mail operation from an analog station . J.4 Analog station programming . J.6 Index

User’s Guide Introduction Introduction Accessing the rich ESI feature set is simple and easy through the straightforward design of each of the various ESI phones. Each feature has been designed for ease of use while providing capabilities needed in an advanced business phone. You will be able to learn many of the features by simply using your phone; and this ESI Phone User’s Guide will introduce you to the wide variety of features offered by ESI’s IP Server 900 and how to use your phone effectively to achieve maximum benefits. What it covers This User’s Guide covers the use of the following with your IP Server 900: ESI 60 Business Phone (digital and IP versions) ESI 40 Business Phone (digital and IP versions) ESI 30D (digital) Business Phone 48-Key Feature Phone (digital and IP Feature Phone II) 60-Key Expansion Console and Second Expansion Console ESI Cordless Handset II (digital, local IP, and remote IP versions) Analog station How it’s arranged Section A — Phone illustrations Section B — User help Section C — User programming Section D — Voice mail operation Section E — Phone operation Sections F through I — Special keys and features Section J — Analog stations Important: If you’re using a 48-Key Feature Phone, please note that this phone has separate PROGRAM and HELP keys, rather than the combo PROG/HELP key found on the other models supported by your IP Server 900. Therefore, you should press PROGRAM if programming your phone and the instructions tell you to press PROG/HELP; or, similarly, you should press HELP if the instructions tell you to press PROG/HELP to obtain assistance from the Verbal User Guide described herein (see page B.1). A.1

User’s Guide Introduction ESI 60 Business Phone The ESI 60 Business Phone has a variety of programmable and built-in features. It comes in three models: the ESI 60D, a digital phone; and two versions (Gigabit Ethernet and 10/100 Ethernet) of the ESI 60IP, an IP phone. Additionally, it supports up to two optional Expansion Consoles (see page A.5). All ESI 60 models offer the same basic features which are described throughout this User’s Guide. The ESI 60’s built-in voice mail features and voice prompts make it easy to program and use. Note: Depending on your angle of view, you will notice differences in the contrast levels of the upper and lower displays. This is normal. Items referenced elsewhere Item PROG/HELP soft feature key P/UP (pickup) key Fixed feature keys VOICE MAIL key Programmable feature keys Page C.2 E.16 E.2 D.1 C.2 Item Verbal User Guide and tutorial Status indicator lamp ESI-DEX soft feature key RECORD key PAGE key Hint: On any of these ESI phone varieties (including the Expansion Consoles), you can perform direct programming by holding down a programmable feature key for at least two seconds (similar to how you might program a car radio button). This isn’t applicable to the fixed-feature keys which, as their name implies, are already programmed. A.2 Page B.1 D.10 F.2 D.8 E.16

User’s Guide Introduction ESI 40 Business Phone The ESI 40 Business Phone has a variety of programmable and built-in features. It comes in two models: the ESI 40D, a digital phone; and the ESI 40IP, a 10/100 Ethernet IP phone. Additionally, it supports up to two optional Expansion Consoles (see page A.5). All ESI 40 models offer the same basic features which are described throughout this User’s Guide. The ESI 40’s built-in voice mail features and voice prompts make it easy to program and use. Items referenced elsewhere Item PROG/HELP soft feature key P/UP (pickup) key Fixed feature keys VOICE MAIL key Programmable feature keys Page C.2 E.16 E.2 D.1 C.2 Item Verbal User Guide and tutorial Status indicator lamp ESI-DEX soft feature key RECORD key PAGE key Hint: On any of these ESI phone varieties (including the Expansion Consoles), you can perform direct programming by holding down a programmable feature key for at least two seconds (similar to how you might program a car radio button). This isn’t applicable to the fixed-feature keys which, as their name implies, are already programmed. A.3 Page B.1 D.10 F.2 D.8 E.16

User’s Guide Introduction 48-Key Feature Phone The 48-Key Feature Phone has a variety of programmable and built-in features. It has two primary versions: 48-Key Digital Feature Phone and 48-Key IP Feature Phone II. Some models possess the following features: Backlit displays — Fully adjustable and easy to read, these displays ensure maximum visibility in any lighting environment. Full-duplex audio — Designed to eliminate audio clipping or cutout when two parties are speaking simultaneously, this capability provides the best alternative to face-to-face conversation. The 48-Key Feature Phone supports up to two optional Expansion Consoles (see page A.5). All versions of the 48-Key Feature Phone offer the same basic features which are described throughout this User’s Guide. The 48-Key Feature Phone’s built-in voice mail features and voice prompts make it easy to program and use. Items referenced elsewhere Item PROGRAM soft feature key P/UP (pickup) key Fixed feature keys VOICE MAIL key Programmable feature keys Page C.2 E.16 E.2 D.1 C.2 Item HELP key for Verbal User Guide and tutorial Status indicator lamp ESI-DEX soft feature key RECORD key PAGE key Hint: On any of these ESI phone varieties (including the Expansion Consoles), you can perform direct programming by holding down a programmable feature key for at least two seconds (similar to how you might program a car radio button). This isn’t applicable to the fixed-feature keys which, as their name implies, are already programmed. A.4 Page B.1 D.10 F.2 D.8 E.16

User’s Guide Introduction Optional Expansion Consoles Note: Your Installer or System Administrator must enable Expansion Console support for your extension before you can use one or both Expansion Consoles. The ESI 60, ESI 40, and 48-Key Feature Phone each can support up to two optional Expansion Consoles, for a possible total of 120 additional programmable feature keys. The 60-Key Expansion Console connects directly to the phone, while the Second Expansion Console connects to the first Console. You program each Expansion Console’s keys just as you do the programmable feature keys on your ESI phone, using either direct or traditional programming (see page C.2). Note: Only one key can exist per extension, feature or operation. If you program a second key for the same extension, feature or operation, this automatically erases the first key so programmed, thus making it available for a new extension, feature or operation. Hint: You may find it easier to write in the names on the overlay before you program the keys and attach the overlay to the Console. 60 programmable feature keys (pg. C.2) in two banks of 30 each Hint: On any of these ESI phone varieties (including the Expansion Consoles), you can perform direct programming by holding down a programmable feature key for at least two seconds (similar to how you might program a car radio button). This isn’t applicable to the fixed-feature keys which, as their name implies, are already programmed. A.5